Administrative Assistant

Administrative Assistant

Apex Financial Group is an independent financial services practice of Thrivent, a faith-based, not-for-profit financial services organization serving approximately 2.6 million members. Apex Financial Group began in 2008 as Thrivent's West Shore Team in Manitowoc, Wisconsin, and became Apex Financial Group in 2019. Today, Apex has multiple branch locations and a well-rounded team dedicated to serving clients, supporting the community, and helping members navigate their financial futures with care and purpose. Our operations team includes Member Care, Wealth Management, Marketing and Events, and Business Support.

The Administrative Assistant provides front desk and administrative support for Apex Financial Group and plays an important role in creating a professional, welcoming, and organized client experience. This position supports the daily operations of the practice through client communication, scheduling, office coordination, data entry, and administrative project support.

The ideal candidate is friendly, detail-oriented, dependable, and able to manage multiple priorities while maintaining accuracy and confidentiality. This role is well suited for someone who enjoys supporting a team, serving clients, and helping office operations run smoothly. The Administrative Assistant reports to and is employed by Apex Financial Group/Psalm121 LLC. This is an on-site position in Oshkosh. Working 30-35 hours a week during standard office hours. Compensation is $18/hr. Benefits include: 401(k) with a 3% employer non-elective contribution, Bonuses, Paid time off, Parental leave, flexibility, Paid holidays, Floating holiday, & Paid licensing.

Position Roles/Responsibilities/Accountabilities

• Greet clients and visitors in a professional and welcoming manner
• Answer incoming phone calls and respond to requests for information
• Process incoming and outgoing mail and assist with general office correspondence
• Maintain office supplies and support the professional appearance of shared office areas
• Update CRM and contact management systems with accurate client information and preferences
• Input checks received into the blotter and client posting sheets
• Prepare routine correspondence, reports, and special projects
• Support administrative projects, practice programs, and processing functions as needed
• Assist Financial Advisors with preparation and follow-up for client meetings
• Schedule client meetings on behalf of the practice's Financial Advisors to support client-facing activity
• Provide backup support for non-licensed tasks as needed
• Complete other duties as assigned

Position Qualifications

• Strong verbal and written communication skills
• Proficiency with Microsoft programs, including Word, Excel, SharePoint, and OneDrive
• Ability to maintain confidentiality and handle sensitive information with integrity
• Strong problem-solving and organizational skills
• Ability to manage multiple priorities while maintaining accuracy and high-quality work
• Previous administrative or office support experience preferred

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Apex Financial Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Apex Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.